Ep 14: SCHD Dominance, Tax-Smart Income & Consumer Staples Revival

from Informed Investing · host Informed Investing

This week we dig into SCHD's massive 2026 outperformance driven by energy and defense sectors, compare the after-tax income from Section 1256 funds like SPYI and QQQI versus ELN-based JEPI and JEPQ, explore recession-resistant consumer staples picks including KMB, GIS, and MDLZ, review the Vanguard income trifecta of VYM, VDE, and VNQ, debate the split analyst sentiment on Realty Income, and tackle the age-old question of whether individual stock picking can beat a quality dividend ETF.

Episode metadata supplied by the publisher feed · Published Mar 10, 2026

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What this episode covers

SCHD is up 11% YTD while the S&P 500 is down 2%. We break down why dividend value is crushing growth, the tax math behind SPYI vs JEPI in taxable accounts, consumer staples picks yielding 4-5%, and the eternal debate: individual stocks or just buy the ETF?

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Ep 14: SCHD Dominance, Tax-Smart Income & Consumer Staples Revival

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This episode was published on March 10, 2026.

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